Inline with comments in this morning’s note, we believe Gold is approaching a pivot point where traders are now ‘too long’ the precious metal. We are also concerned about Copper in the short term. Combining these (short term) views, we are selling into the prevailing strength in EVN. We’ll revisit the sector/stock at a later date, believing the sidelines are the best place to be for now.
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Gerrish: The correction is done, we’re positioning for what comes next
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A discussion with Geoff Wilson – Wilson Asset Management & James Gerrish – Market Matters
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Friday 9th May – Dow up +254pts, SPI up +3pts
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MM are selling EVN in the Active Growth Portfolio, taking profit around $7.24
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Gerrish: The correction is done, we’re positioning for what comes next
The Market Matters lead portfolio manager talks the recent recovery, Trump, gold, and why he thinks there's plenty of opportunities.

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A discussion with Geoff Wilson – Wilson Asset Management & James Gerrish – Market Matters
Recorded Monday 31st March

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Friday 9th May – Dow up +254pts, SPI up +3pts
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